New Leads
31
▲ 38% vs last week
Revenue (Closed)
$94.8K
▲ 22% vs last week
Cost Per Lead
$48
▼ 15% (improving)
Social Reach
18.2K
▲ 142% vs last week
Top Content This Week
"Worst Windows in Newport Beach #3"
Reel • 2 days ago
6,231 views
412 likes • 8 DMs
"House Hunters: Window Edition"
TikTok • 4 days ago
3,847 views
289 likes • 5 DMs
Laguna Beach LaCantina Reveal
Before/After • 5 days ago
2,105 views
156 likes • 3 DMs
AI Weekly Summary
Wins: City landing pages for Irvine and Huntington Beach generated 11 leads combined. The "Worst Windows" series continues to drive the highest engagement. First TikTok leads this week (3).
Watch: Google Ads CPL trending up on "window replacement" keywords. Recommend shifting $300 to "Milgard dealer Orange County" and "LaCantina doors" where competition is lower.
Action: 8 review requests sent, 5 completed. Follow up with the Nguyen and Martinez families. The Garcia project in Dana Point is ready for the before/after Reel.
Lead Sources (This Month)
Google Search35%
Meta Ads28%
Referrals20%
Yelp / Angi17%
New This Week
7
▲ 40%
In Pipeline
23
Active
Quotes Out
11
$247K total
Closed (MTD)
4
$94.8K
Active Leads
| Name | Source | City | Project | Value | Status | Assigned | Actions |
|---|---|---|---|---|---|---|---|
| Maria Santos 2 hours ago | Google Ads | Irvine | 12 windows | $18,500 | New | Unassigned | |
| David Kim 5 hours ago | Yelp | Newport Beach | Bi-fold doors | $32,000 | New | Unassigned | |
| Jennifer Walsh Yesterday | Laguna Beach | 8 windows + entry door | $22,400 | Contacted | Hector Diaz | ||
| Robert & Lisa Chen 3 days ago | Referral | Costa Mesa | Full home (22 windows) | $41,200 | Quote Sent | Derek Kieffer | |
| Michael Nguyen 5 days ago | Google Search | Huntington Beach | Sliding doors + 6 windows | $28,800 | Quote Sent | Chris Pitts | |
| Amanda Torres 1 week ago | HomeAdvisor | Yorba Linda | 15 windows retrofit | $24,600 | Won! | Hector Diaz | |
| James & Patricia Oberg 2 weeks ago | Instagram DM | Dana Point | LaCantina multi-slide | $38,500 | Won! | Derek Kieffer |
Active Follow-Up Sequences
Maria Santos — New Lead (2 hours ago)
Sequence ActiveLead Received
Google Ads • Irvine
➔
Auto-Text Sent
38 seconds ago
➔
Welcome Email
Sent with brochure
➔
Day 1: Personal Call
Tomorrow 10am
⋯
Book Consultation
Goal
Robert & Lisa Chen — Quote Follow-Up
Day 3 NurtureQuote Sent
$41,200 • 3 days ago
➔
Day 1: Check-In
Text sent • Read
➔
Day 3: Project Gallery
Sending now...
⋯
Day 7: Financing
Offer options
➔
Close
Goal
Google Reviews
89
4.9 stars
Yelp Reviews
174
4.5 stars
Pending Requests
6
Awaiting response
This Month
+8
New reviews
Review Platforms
Google
89 reviews
Yelp
174 reviews
HomeAdvisor
Active
Angi
Active
BBB
Not accredited
Houzz
Not listed
Pending Review Requests
| Customer | Project | Completed | Request Sent | Actions |
|---|---|---|---|---|
| Amanda Torres | 15 windows, Yorba Linda | April 3 | April 6 (text) | |
| James & Patricia Oberg | LaCantina, Dana Point | April 1 | April 4 (email) | |
| Michael Tran | 8 windows, Tustin | March 28 | March 31 (text) |
Active Campaigns
☀️ Summer Heat Energy Campaign
ActiveTargeting OC homeowners with energy efficiency messaging. "Your AC is working overtime because your windows are leaking." Facebook + Instagram + Google Ads. Geo-targeted to 92602-92694 ZIP codes.
Budget
$2,400/mo
Leads
18
CPL
$52
Conversions
3
Revenue
$67,400
🏠 Irvine Window Replacement
ActiveCity-specific Google Ads campaign targeting "window replacement Irvine CA" and related keywords. Landing page: /window-replacement-irvine/
Budget
$800/mo
Leads
7
CPL
$38
Page Rank
#3
Ready to Launch
🏆 Legendary Home Makeover Giveaway
ReadyCommunity-driven window giveaway campaign. Nominations via social media, public voting, installation becomes content series. Redesigned from the $25K/9-signup campaign.
🌞 Fire Season Prep — Window Safety
Scheduled: OctEducational campaign about fire-resistant window options for WUI (Wildland-Urban Interface) zones in OC canyons. Content + targeted ads to Laguna Beach, Mission Viejo canyon communities.
Active Automations
12 automations • 847 triggered this month⚡ New Lead Instant Response
When a new lead submits any form: send personalized text within 60 seconds, send welcome email with brochure, create CRM entry with source tracking, notify assigned sales rep.
Triggered: 142 times
Avg response: 38 sec
This month: 31
💬 Quote Follow-Up Sequence
After quote sent: Day 1 check-in text, Day 3 project gallery email (matching city + project type), Day 7 financing options, Day 14 final personal touch from Jason.
Triggered: 89 times
Close rate: 34%
Active: 11
⭐ Post-Install Review Request
3 days after installation marked complete: send text with direct Google review link. Day 7: email with one-click links for Google, Yelp. Auto-respond to every new review within 24 hours.
Triggered: 67 times
Completion: 42%
Reviews gained: 28
📅 Appointment Reminders
24 hours before consultation: text + email reminder with directions to showroom. 1 hour before: final reminder with consultant name and photo. Reschedule link included.
Triggered: 156 times
No-show rate: 4%
vs. before: 18%
🌱 1-Year Anniversary Check-In
1 year after installation: personalized email from Pearl asking how they're enjoying their windows. Includes referral incentive offer and link to schedule maintenance inspection.
Triggered: 234 times
Referrals: 18
Upsells: 7
🚀 Seasonal Campaign Auto-Launch
Automatically activates pre-built campaigns based on calendar: Summer Heat (June), Back-to-School (Aug), Fire Season (Oct), Holiday (Dec), Tax Season (Feb), Spring Refresh (April).
Campaigns: 6 scheduled
Next: Summer Heat (Jun 1)
📈 Monday Pulse Report
Every Monday 7am: auto-generate weekly performance report aggregating Google Ads, Meta Ads, CRM pipeline, review stats, and social metrics. AI summary with action items. Emailed to Jason & Pearl.
Reports sent: 12
Time saved: 6 hrs/week
🔔 After-Hours Chatbot
Website chatbot active 5pm-9am and weekends. Qualifies leads (project type, timeline, ZIP), captures contact info, books next-day callback. Escalates urgent requests via text to Jason.
Conversations: 89
Leads captured: 23
After-hours: 64%
📦 Contractor Lead Router
When a contractor submits via /contractor-services/: auto-route to dedicated B2B pipeline, send trade pricing sheet, assign to Adam Medina, flag for priority response.
Triggered: 34 times
B2B revenue: $127K
📊 Ad Spend Guardian
Monitors daily ad spend across Google and Meta. Alerts if CPL exceeds $75, if daily spend exceeds budget by 20%, or if any campaign stops converting. Auto-pauses underperforming ad sets.
Alerts sent: 4
Money saved: $1,240